UBS Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$51.7M Sell
679,946
-425,385
-38% -$32.2M 0.01% 1601
2025
Q4
$77.3M Buy
1,105,331
+43,067
+4% +$3M 0.01% 1227
2025
Q3
$70.4M Sell
1,062,264
-23,910
-2% -$1.65M 0.01% 1317
2025
Q2
$76.8M Sell
1,086,174
-216,015
-17% -$15.4M 0.01% 1155
2025
Q1
$93.3M Sell
1,302,189
-583,500
-31% -$39M 0.02% 979
2024
Q4
$117M Sell
1,885,689
-114,300
-6% -$7.46M 0.02% 823
2024
Q3
$144M Buy
1,999,989
+663,100
+50% +$45.4M 0.03% 553
2024
Q2
$85.1M Sell
1,336,889
-247,608
-16% -$15.3M 0.02% 721
2024
Q1
$96.9M Sell
1,584,497
-646,920
-29% -$38.9M 0.02% 661
2023
Q4
$131M Buy
2,231,417
+1,008,341
+82% +$57.3M 0.04% 467
2023
Q3
$68.5M Buy
1,223,076
+227,476
+23% +$13.6M 0.02% 667
2023
Q2
$60M Buy
995,600
+34,720
+4% +$2.16M 0.02% 728
2023
Q1
$59.6M Buy
960,880
+355,500
+59% +$21.5M 0.02% 690
2022
Q4
$38.5M Buy
605,380
+109,500
+22% +$6.61M 0.01% 966
2022
Q3
$27.8M Sell
495,880
-93,800
-16% -$5.83M 0.01% 1057
2022
Q2
$37.1M Buy
589,680
+342,880
+139% +$21.7M 0.02% 916
2022
Q1
$15.3M Sell
246,800
-44,600
-15% -$2.71M 0.01% 1636
2021
Q4
$17.3M Sell
291,400
-59,218
-17% -$3.3M ﹤0.01% 1683
2021
Q3
$18.4M Hold
350,618
0.01% 1567
2021
Q2
$19M Sell
350,618
-1,070,900
-75% -$58.3M 0.01% 1527
2021
Q1
$74.9M Sell
1,421,518
-5,982
-0.4% -$301K 0.02% 630
2020
Q4
$78.3M Buy
1,427,500
+1,159,700
+433% +$60M 0.03% 570
2020
Q3
$13.2M Sell
267,800
-807,700
-75% -$38.8M 0.01% 1456
2020
Q2
$48.1M Sell
1,075,500
-301,300
-22% -$13.9M 0.02% 629
2020
Q1
$60.9M Sell
1,376,800
-261,300
-16% -$14.1M 0.03% 471
2019
Q4
$90.7M Buy
1,638,100
+929,600
+131% +$50M 0.03% 487
2019
Q3
$38.6M Buy
708,500
+364,600
+106% +$19.5M 0.01% 826
2019
Q2
$17.5M Sell
343,900
-176,330
-34% -$8.64M 0.01% 1306
2019
Q1
$24.4M Sell
520,230
-374,070
-42% -$17.5M 0.01% 1023
2018
Q4
$42.3M Sell
894,300
-409,200
-31% -$19.6M 0.02% 667
2018
Q3
$60.2M Buy
1,303,500
+811,960
+165% +$37.1M 0.02% 596
2018
Q2
$21.6M Buy
491,540
+35,300
+8% +$1.52M 0.01% 1115
2018
Q1
$19.8M Sell
456,240
-164,460
-26% -$7.39M 0.01% 1168
2017
Q4
$28.5M Sell
620,700
-91,900
-13% -$4.22M 0.01% 962
2017
Q3
$32.1M Buy
712,600
+166,450
+30% +$7.57M 0.01% 836
2017
Q2
$24.5M Buy
546,150
+16,350
+3% +$722K 0.01% 924
2017
Q1
$22.5M Sell
529,800
-39,300
-7% -$1.64M 0.01% 961
2016
Q4
$23.6M Buy
569,100
+217,400
+62% +$9.05M 0.01% 925
2016
Q3
$14.9M Sell
351,700
-553,200
-61% -$24.2M 0.01% 1150
2016
Q2
$41M Buy
904,900
+683,300
+308% +$30.9M 0.03% 575
2016
Q1
$10.3M Sell
221,600
-122,000
-36% -$5.31M 0.01% 1313
2015
Q4
$14.8M Buy
343,600
+82,800
+32% +$3.51M 0.01% 1140
2015
Q3
$10.5M Sell
260,800
-342,500
-57% -$13.7M 0.01% 1332
2015
Q2
$23.7M Buy
603,300
+256,500
+74% +$10.4M 0.02% 872
2015
Q1
$14.1M Buy
346,800
+65,600
+23% +$2.74M 0.01% 1198
2014
Q4
$11.9M Buy
+281,200
New +$12M 0.01% 1377

Other funds holding KO

UBS Group's KO Position: Q1 2026 in Review

UBS Group increased its Coca-Cola (KO) stake by 19% in Q1 2026, buying an estimated $344M and bringing the position to 29,000,707 shares worth $2.21B. The position accounts for 0.33% of the portfolio, ranked #43.

UBS Group first reported a position in KO in Q4 2014 and has held it in 46 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • UBS Group held 29,000,707 shares of Coca-Cola worth $2.21B as of Q1 2026.
  • UBS Group bought 4,551,085 Coca-Cola shares in Q1 2026, an estimated $344M.
  • Coca-Cola made up 0.33% of UBS Group's portfolio in Q1 2026, its #43 holding.
  • UBS Group first reported a position in Coca-Cola in Q4 2014 and has held it in 46 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.